BMO Private Wealth brings together two of Canada’s most reputable wealth management businesses: BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best private bank1. Together, we bring you highly personalized services to grow and preserve your wealth and make your vision a reality.
Full-service wealth management
Your dedicated BMO Nesbitt Burns Investment Advisor will develop a plan that’s right for your wealth needs – across all stages of your life and business. Your Investment Advisor can deliver:
A full suite of nvestment management solutions that address the needs of all investor profiles
Multigenerational wealth planning from a network of specialist partnerships across BMO Financial Group, including:
Wealth planning to prepare for the expected and the unexpected, from financing a home, vacation property or business to saving for a child’s education, planning for retirement or navigating a major life transition
Trust and estate services
Family office services for ultra-affluent families with complex needs
Business succession services
Personalized private banking and commercial banking services
Enjoy personalized service from a dedicated BMO Private Wealth Private Banker who will get to know you and your specific needs and provide solutions that get you where you want to be, including:
Help with day-to-day banking needs
Customized lending and deposit services and strategies that include:
Lines of credit, mortgages and other personal financing solutions
Specialized financing through personal holding companies, life insurance or investment holdings
Competitive deposits, investment products, and customized cash management services that provide you with easy access to your money at specialized rates
Access to U.S. banking services such as chequing accounts, credit cards and mortgages if you spend time or own property south of the border
Get in touch with us today to find out how we can help you.
1 BMO Private Banking, part of BMO Private Wealth:
Named Best Private Bank Canada and Best Private Bank for Entrepreneurs Globally and in North America, in 2020, 2019 and 2018 by Global Finance
Awarded Best Private Bank Canada, 2022 by World Finance BMO Private Banking received this distinction from the international publication for the 12thconsecutive year.
Kelowna - Professional Services